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Invoices, a top-level entry of the Shift sidebar, is the billing archive of your Program: every document Paylead issued for the money moving between Paylead and you. You come here at the end of an invoicing cycle to check what you owe, confirm what you are owed, and hand the PDFs to your accounting team. Paylead issues all five document types, including the ones raised on your Program’s behalf, so you receive the document rather than issuing it yourself. Paylead’s name on an invoice therefore tells you nothing about who pays. Money runs in both directions: three types charge your Program, two record what Paylead owes your Program. Read the Type column before the amount.

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Invoice types

The Type column carries one of five values.
The three voucher types, and the Voucher budget and Vouchers tabs below, appear only on Programs that run vouchers.
A Revenue invoice is settled by the wire transfer recorded on the matching Ventilation row: the Invoice reference column of Ventilations carries the same reference.

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Browse invoices

Tabs filter the list by type: The Revenue tab pools Revenue and Voucher revenue: read the Type column to tell the two apart, or click the Type header to sort the tab by type. Use the keyword search and the Date From and Date to fields to narrow the list by creation date. Without filters, the list holds every invoice since the Program launched. Switching tabs clears the keyword search, both date fields, and the column sort, so set your filters again after each tab change.

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Columns

Click the Date, Invoice, or Type header to sort the list on that column, and click it again to reverse the order. The list opens on the most recent invoice first. Three money columns end in VAT, and Shift shows the one that is the row total in bold: Amount VAT on every type except Revenue, where the total is Fees VAT. Book the figure shown in bold and treat the other two as breakdown. To reconcile Gifts VAT against the Gifts you distributed, see Gifts.

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Download or view an invoice

Click the download icon on a row to retrieve the invoice as a PDF to your computer, or the view icon to open it in a new browser tab. Shift is where an invoice is published, not where it is settled. Paylead invoices are payable within 30 days of the invoice date, and you track settlement in your own accounting system.

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What’s next

API keys

Generate and manage the API keys that authenticate your integration.

Webhooks

Subscribe to Ventilation and payout events in real time.